What is the NAV of Sundaram Infra Advantage Fund?
The Current NAV of Sundaram Infra Advantage Fund is ₹93.45, as of 13th June 2025What are the returns of Sundaram Infra Advantage Fund?
The Sundaram Infra Advantage Fund has been there since 29th September 2005- 1 Year Returns: -1.48
- 3 Year Returns: 26.75
- 5 Year Returns: 30.11
What are the top 5 sectors holdings of Sundaram Infra Advantage Fund?
The top sectors Sundaram Infra Advantage Fund has invested in are as for 29th 09 2005 are as follows -- Construction & Engineering | 17.61%
- Telecom Services | 11.28%
- Oil & Gas - Refining & Marketing | 11.21%
- Industrial Machinery | 10.62%
- Electrical Components & Equipments | 9.87%
What are the top 5 holdings Sundaram Infra Advantage Fund?
The top 5 holdings for Sundaram Infra Advantage Fund are- Bharti Airtel Ltd | 8.49%
- Reliance Industries Ltd | 8.14%
- Larsen and Toubro Ltd | 8.11%
- NTPC Ltd | 4.70%
- TREPS | 3.94%
What is the asset allocation of Sundaram Infra Advantage Fund?
The Sundaram Infra Advantage Fund is a plan that invests- Equity | 95.14%
- Cash & Equivalents | 4.86%
How to invest in Sundaram Infra Advantage Fund?
If you wish to invest in Sundaram Infra Advantage Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Sundaram Infra Advantage Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Sundaram Infra Advantage Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Sundaram Infra Advantage Fund?
The AUM of Sundaram Infra Advantage Fund is 951.58 Cr as of 13th June 2025What is the expense ratio of Sundaram Infra Advantage Fund Plan?
The expense ratio of Sundaram Infra Advantage Fund Plan is 2.40How to exit Sundaram Infra Advantage Fund?
If you have invested in Sundaram Infra Advantage Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Sundaram Infra Advantage Fund?
The alpha ratio for the Sundaram Infra Advantage Fund is 1.80
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Sundaram Infra Advantage Fund?
The volatility or standard deviation for the Sundaram Infra Advantage Fund is 17.31
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Infra Advantage Fund?
The sharpe ratio for the Sundaram Infra Advantage Fund is -0.22
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Infra Advantage Fund?
The Sortino ratio for the Sundaram Infra Advantage Fund is -0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Sundaram Infra Advantage Fund?
The PE ratio (price-to-earnings) of the Sundaram Infra Advantage Fund is 43.10 while category PE ratio is 44.001. Test MF FAQ for Mutual Fund Sundaram Infra Advantage Fund Shares?
The Current NAV of Sundaram Infra Advantage Fund is ₹93.45, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Sundaram Infra Advantage Fund Plan?
There is a lock in period of N/A for Sundaram Infra Advantage Fund
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Sundaram Infra Advantage Fund Standard Growth
GrowthRegular
93.450.37% (-0.35)
High
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Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Sundaram Infra Advantage Fund Performance & Key Metrics
Sundaram Infra Advantage Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 2.40 | 43.10 | -0.22 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.65 | 44.00 | -0.06 |
Sundaram Infra Advantage Fund Scheme InfoSundaram Infra Advantage Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Infrastructure - TRI |
About Sector Funds - Infrastructure
About Sector Funds - Infrastructure
Sector Funds - Infrastructure are equity schemes that majorly invest in infrastructure sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in infrastructure related activities.
Sundaram Infra Advantage Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Sundaram Infra Advantage Fund Asset Allocation
Sundaram Infra Advantage Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram Infra Advantage Fund Sector Distribution
Sundaram Infra Advantage Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram Infra Advantage Fund Sector Weightage
Sundaram Infra Advantage Fund Sector Weightage
Construction & Engineering
Construction & Engineering as a % of total holdings for last six quarters
Sundaram Infra Advantage Fund Current Holdings
Sundaram Infra Advantage Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
8.49 %
-0.11 %Holdings
8.14 %
-0.45 %Holdings
8.11 %
0.04 %
AMC Profile of Sundaram Infra Advantage Fund
AMC Profile of Sundaram Infra Advantage Fund
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 68,696.37 Cr.
Sundaram Infra Advantage Fund Manager Details
Sundaram Infra Advantage Fund Manager Details
Sundaram Infra Advantage Fund Manager Profile
Sundaram Infra Advantage Fund Manager Profile
Ashish Aggarwal
AUM: ₹1,952.49 Cr.
|
Exp: 12yrs
Qualification
BE, PGPM
Past Experience
Data not available
Funds Managed (5)
Equity (5)
-0.16%
-0.16%
20.33%
20.33%
1.08%
1.08%
-0.93%
-0.93%
27.46%
27.46%
1.88%
1.88%
0.90%
0.90%
20.85%
20.85%
1.07%
1.07%
0.32%
0.32%
20.90%
20.90%
0.61%
0.61%
-1.48%
-1.48%
26.75%
26.75%
2.40%
2.40%
Sundaram Infra Advantage Fund Manager Performance (0)
Sundaram Infra Advantage Fund Manager Performance (0)
Equity: Sector Funds - Infrastructure
Sundaram Infra Advantage Fund Tax Implications
Sundaram Infra Advantage Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
You make
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%